GIA
LOB icon

GHP Investment Advisors’s Live Oak Bancshares LOB Stock Holding History

GHP Investment Advisors’s Portfolio LOB Stock Details LOB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$41 Hold
1
– – ﹤0.01% 1361
2026
Q1 		$34 Buy
+1
New +$37 ﹤0.01% 1404
2022
Q2 		– Sell
-91
Closed -$5K – 985
2022
Q1 		$5K Buy
+91
New +$5.82K ﹤0.01% 823

Other funds holding LOB

WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
TCOTS
Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
RAM
Riggs Asset Management Dallas, Pennsylvania $560M AUM 64.94% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

GHP Investment Advisors's LOB Position: Q2 2026 in Review

GHP Investment Advisors held its Live Oak Bancshares (LOB) position steady in Q2 2026 at 1 share worth $41. The position accounts for ﹤0.01% of the portfolio, ranked #1361.

GHP Investment Advisors first reported a position in LOB in Q1 2022 and has held it in 3 quarters since. The position peaked at $5K in Q1 2022. 56 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

  • GHP Investment Advisors held 1 share of Live Oak Bancshares worth $41 as of Q2 2026.
  • GHP Investment Advisors left its Live Oak Bancshares share count unchanged in Q2 2026.
  • Live Oak Bancshares made up ﹤0.01% of GHP Investment Advisors's portfolio in Q2 2026, its #1361 holding.
  • GHP Investment Advisors first reported a position in Live Oak Bancshares in Q1 2022 and has held it in 3 quarters since.
  • GHP Investment Advisors's Live Oak Bancshares position peaked at $5K in Q1 2022.
  • 56 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.